Patrick Bloomfield is a CFP®-certified financial advisor with 43 years of industry experience. He is the principal of Bloomfield Asset Management, Inc., an independent advisory firm based in Sanibel, FL. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing, where he worked for a combined 17 years. Bloomfield Asset Management provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and institutional or corporate clients. The firm follows a documented client profile and written investment plan, implementing diversified asset allocation with periodic rebalancing and performance reviews, and offers unique features such as managing a legacy wrap-fee program and maintaining formal sub-advisory relationships with other registered investment advisers.

Brian Burgan is a financial advisor at Silver Thread Investments in Ft. Myers, FL, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Silver Thread Investments since 2011. Outside of his advisory role, he is involved in real estate development through interests in several limited liability companies. Silver Thread Investments provides money management and investment consulting primarily to individual clients, as well as trusts, small businesses, and other entities. The firm employs a combination of fundamental, quantitative, and technical analysis to build core, long-term portfolios focused on stocks and bonds.

Andrew Pastrikos is the sole advisor at Roscoe Capital Management, LLC in Fort Myers, FL. He holds the Series 66 designation and has 13 years of industry experience, including prior work at Leucadia Asset Management LLC. Roscoe Capital Management provides investment advisory and discretionary portfolio management services to individual and high-net-worth clients. The firm uses a value-oriented, fundamental analysis approach and offers tailored investment guidelines, managing accounts on a discretionary basis with regular monitoring and rebalancing. It also hosts periodic complimentary educational workshops on personal finance and retirement topics.

Chad Kunc is a financial advisor at CPK Wealth Management LLC in Fort Myers, FL, with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He is also a licensed insurance professional, dedicating less than 10% of his business time to this activity. CPK Wealth Management LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and sponsored retirement plans. The firm offers mostly discretionary, customized portfolio management using a relative-strength process combined with fundamental and technical analysis, and it is notable for its retirement plan and pension consulting services conducted in an ERISA fiduciary capacity.

Andrew Court is a CFP® professional with 36 years of industry experience, currently serving as the sole advisor at Legacy Wealth Management, Inc. in Cape Coral, FL. His career includes roles in real estate and insurance, with active involvement as a licensed real estate agent and insurance agent. Outside of advisory services, he owns and manages multiple property-related businesses and operates a charter boat business. Legacy Wealth Management, Inc. is an independent advisory firm offering discretionary asset management, financial planning, and educational seminars to individual clients. The firm employs a blend of fundamental and technical analysis across various investment strategies, managing portfolios on a discretionary basis with quarterly reviews.

Sven Lange is a financial advisor at Lange Asset Management, Inc. in Fort Myers, FL, holding a Series 65 designation and 23 years of industry experience. He has led Lange Asset Management since 2006. Lange Asset Management provides discretionary portfolio management and advisory consulting primarily to individual investors. The firm manages approximately $34 million in assets for about two dozen clients, employing an investment approach that combines rotation investing with fundamental, technical, and cyclical analysis, using both short- and long-term strategies tailored to client objectives and risk tolerances.

Keith Finkelstein is the principal advisor at MarketStrats, LLC, an independent firm based in Cape Coral, FL. He holds a Series 66 designation and has 12 years of industry experience, including three years at Wells Fargo Advisors. He also serves as an adjunct instructor for undergraduate finance courses at the University of Maryland University College. MarketStrats serves individuals, high-net-worth clients, and corporations, providing discretionary investment management and financial planning. The firm is notable for its focus on corporate and business clients, offering customized fee arrangements and employing quantitative and technical analysis supported by independently verified AI tools.

Todd Macke is a CFP® with 28 years of industry experience, serving as an advisor at Macke Financial Advisory Group since 1996. He holds the Series 63 designation and operates out of Fort Myers, Florida. Macke Financial Advisory Group provides comprehensive financial planning, investment management, pension consulting, and variable annuity sub-allocation services to individuals, trusts, estates, and retirement plans. The firm combines fundamental, technical, and cyclical analysis in portfolio construction and offers a bundled family office program with lifestyle and concierge cash management support for clients.

Christine Shen is a financial advisor at ACE Wealth Management LLC with three years of industry experience. She holds a Series 65 designation and has been self-employed since 2012. ACE Wealth Management provides discretionary portfolio management to individual and high-net-worth clients, offering tailored investment programs and ongoing monitoring. The firm employs multiple analysis methods and incorporates equities, covered calls, fixed income, and options strategies, including uncovered options and short sales, within separately managed accounts.

Eric Kearney is a financial advisor at Retirement Wealth Advisors, LLC in Cape Coral, FL, holding a Series 66 designation with 19 years of industry experience. He has been with Retirement Wealth Advisors since 2018 and previously worked at Brookstone Capital Management. Kearney also conducts retirement education courses for the community through the SW Florida Education Network on a volunteer basis. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, no-load mutual funds, stocks, bonds, and model portfolios, primarily managing accounts on a discretionary basis.

Stacy Acevedo is a financial advisor at ACE Wealth Management LLC in Ft Myers, FL, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at ACE Wealth Management since 2016. In addition to her advisory role, she manages and presents educational webinars through NGYEN CORP. ACE Wealth Management LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-faceted investment approach emphasizing equities and covered call strategies, incorporating derivatives and related tactics within separately managed accounts.

Gavin Collins is a financial advisor at Monocacy Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes roles in real estate and education. Collins is also active as a sales agent and custom home specialist with Miloff Aubuchon Realty Group. Monocacy Wealth Management primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and analytical methods, and operates within an affiliated group that includes insurance and accounting services, enabling coordinated tax, insurance, and real estate analysis.

Joseph Lanza is a financial advisor with Retirement Wealth Advisors, LLC in Cape Coral, FL, holding a Series 65 designation and six years of industry experience. His work history includes roles at Brookstone Wealth Advisors LLC and Retirement Wealth Advisors, LLC, as well as non-financial positions in the restaurant and hospitality sectors. He is also a licensed insurance agent in Florida. Retirement Wealth Advisors is a fee-only registered investment adviser offering financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, with a focus on upside potential and current income.

Adam Daniels is a financial advisor at Waterstone Financial Advisory LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial LLC, Park Avenue Securities, and Guardian Life Insurance Company. Daniels’s background also includes roles outside finance, such as positions with the United States Census Bureau and local government parks and recreation. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm uses a fiduciary approach with a long-term trading orientation and implements client programs through third-party sub-advisers on the AssetMark platform as well as custom advisor-managed accounts.

Adam Proulx is a financial advisor at Miser Asset Management with a Series 65 credential and one year of industry experience. His prior roles include positions at CoreCap Advisors, LLC, Asset Management and Advisory Services, and EXP Realty. Miser Asset Management is a state-registered advisory firm with three advisors managing approximately $55.7 million in assets. The firm serves individuals, trusts, estates, and business entities through portfolio management, financial consulting, and educational seminars, employing a range of analytical approaches and investment strategies.

David Haas is a ChFC® with 29 years of industry experience. He is the principal advisor at Haas Financial, Inc., where he has worked since 2024. Prior to founding his firm, he spent 11 years at Commonwealth Financial Network and 3 years at LPL Financial. Haas is also a licensed insurance professional, dedicating less than 10% of his time to this activity. Haas Financial, Inc. serves individual and high-net-worth clients, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm manages approximately $98.4 million across 138 client relationships and offers customized portfolios with a long-term orientation, using equities, ETFs, and diversified mutual funds, along with 3(38) retirement plan advisory services.

Thomas Geraci is a financial advisor at Purtill Financial LLC with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2007. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm primarily operates on a non-discretionary basis, using fundamental, technical, and cyclical analysis to develop individualized investment policies.

Denis Ding is a financial advisor with Eagle Equity Holdings, LLC, holding a Series 65 designation and seven years of industry experience. He has been with Eagle Equity Holdings since 2014 and is also Vice President at Clean Energy Fuels, where he holds full-time employment. Eagle Equity Holdings is a small, discretionary investment manager serving qualified investors through pooled vehicles and strategies focused on capital appreciation with concentrated, energy-oriented portfolios. The firm employs fundamental, technical, and economic analysis and utilizes performance-based fees and trading discretion for client accounts.

Chad Michaels is a CFP® with 11 years of industry experience, currently serving as an advisor at Spyrnal Financial Group. He previously worked at Axa Advisors, LLC for five years before joining Spyrnal Wealth Management and Spyrnal & Associates, Inc. Michaels also acts as an insurance agent for Spyrnal & Associates, dedicating part of his time to insurance-related client services. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach using discretionary management, model portfolios, and outside managers, integrating fundamental, technical, and cyclical analysis in its security selection.

Dominic Nicosia is a financial advisor at Eagle Equity Holdings, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Eagle Equity Holdings since 2014. Outside of his advisory role, he is actively engaged in Nicosia Consulting International, LLC, a non-investment business he has operated since 1995. Eagle Equity Holdings is a small discretionary investment manager serving qualified investors through pooled vehicles and focused strategies. The firm emphasizes capital appreciation with concentrated, energy-oriented portfolios and employs a combination of fundamental, technical, and economic analysis.